Next Level Discovery: Learn more with fewer questions.
About This Main Stage Session
Discovery is the bedrock of your relationship and engagement. This session will help you create space, hold space and give space to your client to discover the story behind the numbers. A discovery focused on mutual exploration allows you and your client to uncover information and details that may surprise you both and lead to deeper connection and understanding.
Learn how we use appreciative inquiry to ask better questions and get better insights to provide the best advice and solutions for each client. This session will help you elevate your discovery process to make it more enjoyable for you and your client while also collecting meaningful, helpful information to better inform your ongoing relationship.
Enhance client/prospect interviews to obtain more and better information
Engage business owners in more meaningful transition/exit planning conversations
Use information collected from client interviews to design more complete and effective advisory solutions
Connect objective and subjective data points to clarify and prioritize owner goals
Better position themselves as a trusted advisor to business owners